297 is the total number of securities Autumn Glory Partners, LLC has owned. The longest Autumn Glory Partners, LLC has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
DGRO | ISHARES TR | 8 | 8 | 1.77% | 3.32% | 5.02% | Q4 2021 | Q3 2023 | 8 |
VOO | VANGUARD INDEX FDS | 8 | 8 | 1.43% | 3.20% | 4.88% | Q4 2021 | Q3 2023 | 8 |
OKE | ONEOK INC NEW | 8 | 8 | 1.26% | 3.11% | 4.59% | Q4 2021 | Q3 2023 | 8 |
SPY | SPDR S&P 500 ETF TR | 8 | 8 | 2.43% | 3.06% | 4.12% | Q4 2021 | Q3 2023 | 8 |
MSFT | MICROSOFT CORP | 8 | 8 | 1.85% | 2.90% | 3.97% | Q4 2021 | Q3 2023 | 8 |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 8 | 1.39% | 2.54% | 3.15% | Q4 2021 | Q3 2023 | 8 |
JNJ | JOHNSON & JOHNSON | 8 | 8 | 1.72% | 2.20% | 2.73% | Q4 2021 | Q3 2023 | 8 |
WMB | WILLIAMS COS INC | 8 | 8 | 1.43% | 2.14% | 2.58% | Q4 2021 | Q3 2023 | 8 |
VTI | VANGUARD INDEX FDS | 8 | 8 | 0.32% | 1.80% | 4.06% | Q4 2021 | Q3 2023 | 8 |
FLO | FLOWERS FOODS INC | 8 | 8 | 1.16% | 1.69% | 2.37% | Q4 2021 | Q3 2023 | 8 |
DIA | SPDR DOW JONES INDL AV... | 8 | 8 | 1.20% | 1.68% | 2.34% | Q4 2021 | Q3 2023 | 8 |
AAPL | APPLE INC | 8 | 8 | 0.42% | 1.61% | 4.10% | Q4 2021 | Q3 2023 | 8 |
OGE | OGE ENERGY CORP | 8 | 8 | 0.87% | 1.54% | 2.24% | Q4 2021 | Q3 2023 | 8 |
HD | HOME DEPOT INC | 8 | 8 | 0.87% | 1.45% | 2.18% | Q4 2021 | Q3 2023 | 8 |
IWD | ISHARES TR | 8 | 8 | 1.03% | 1.43% | 1.91% | Q4 2021 | Q3 2023 | 8 |
VHT | VANGUARD WORLD FDS | 8 | 8 | 0.50% | 1.36% | 1.97% | Q4 2021 | Q3 2023 | 8 |
VTV | VANGUARD INDEX FDS | 8 | 8 | 0.29% | 1.34% | 2.15% | Q4 2021 | Q3 2023 | 8 |
ABBV | ABBVIE INC | 8 | 8 | 0.87% | 1.34% | 2.74% | Q4 2021 | Q3 2023 | 8 |
NOBL | PROSHARES TR | 8 | 8 | 0.46% | 1.26% | 2.04% | Q4 2021 | Q3 2023 | 8 |
ET | ENERGY TRANSFER L P | 8 | 8 | 0.95% | 1.24% | 1.56% | Q4 2021 | Q3 2023 | 8 |
UL | UNILEVER PLC | 8 | 8 | 0.50% | 1.23% | 2.01% | Q4 2021 | Q3 2023 | 8 |
IJR | ISHARES TR | 8 | 8 | 0.96% | 1.20% | 1.59% | Q4 2021 | Q3 2023 | 8 |
WTM | WHITE MTNS INS GROUP LTD | 8 | 8 | 0.42% | 1.19% | 2.40% | Q4 2021 | Q3 2023 | 8 |
CVX | CHEVRON CORP NEW | 8 | 8 | 0.80% | 1.18% | 1.54% | Q4 2021 | Q3 2023 | 8 |
GHC | GRAHAM HLDGS CO | 8 | 8 | 0.57% | 1.14% | 2.21% | Q4 2021 | Q3 2023 | 8 |
JPM | JPMORGAN CHASE & CO | 8 | 8 | 0.74% | 1.02% | 1.28% | Q4 2021 | Q3 2023 | 8 |
XOM | EXXON MOBIL CORP | 8 | 8 | 0.39% | 0.93% | 1.22% | Q4 2021 | Q3 2023 | 8 |
IWF | ISHARES TR | 8 | 8 | 0.65% | 0.91% | 1.19% | Q4 2021 | Q3 2023 | 8 |
KO | COCA COLA CO | 8 | 8 | 0.74% | 0.90% | 1.11% | Q4 2021 | Q3 2023 | 8 |
GLD | SPDR GOLD TR | 8 | 8 | 0.16% | 0.89% | 1.33% | Q4 2021 | Q3 2023 | 8 |
PAVE | GLOBAL X FDS | 8 | 8 | 0.61% | 0.87% | 1.42% | Q4 2021 | Q3 2023 | 8 |
GIS | GENERAL MLS INC | 8 | 8 | 0.44% | 0.85% | 1.46% | Q4 2021 | Q3 2023 | 8 |
PG | PROCTER AND GAMBLE CO | 8 | 8 | 0.40% | 0.85% | 1.35% | Q4 2021 | Q3 2023 | 8 |
CSCO | CISCO SYS INC | 8 | 8 | 0.37% | 0.82% | 1.44% | Q4 2021 | Q3 2023 | 8 |
AMZN | AMAZON COM INC | 8 | 8 | 0.36% | 0.79% | 1.00% | Q4 2021 | Q3 2023 | 8 |
PEP | PEPSICO INC | 8 | 8 | 0.56% | 0.71% | 1.07% | Q4 2021 | Q3 2023 | 8 |
MRK | MERCK & CO INC | 8 | 8 | 0.49% | 0.70% | 1.05% | Q4 2021 | Q3 2023 | 8 |
BDX | BECTON DICKINSON & CO | 8 | 8 | 0.29% | 0.63% | 0.95% | Q4 2021 | Q3 2023 | 8 |
VGT | VANGUARD WORLD FDS | 8 | 8 | 0.44% | 0.62% | 0.84% | Q4 2021 | Q3 2023 | 8 |
TXN | TEXAS INSTRS INC | 8 | 8 | 0.46% | 0.62% | 0.82% | Q4 2021 | Q3 2023 | 8 |
RSP | INVESCO EXCHANGE TRADE... | 8 | 8 | 0.41% | 0.55% | 0.75% | Q4 2021 | Q3 2023 | 8 |
IWM | ISHARES TR | 8 | 8 | 0.37% | 0.51% | 0.66% | Q4 2021 | Q3 2023 | 8 |
SNA | SNAP ON INC | 8 | 8 | 0.31% | 0.50% | 0.72% | Q4 2021 | Q3 2023 | 8 |
KMB | KIMBERLY-CLARK CORP | 8 | 8 | 0.21% | 0.47% | 0.69% | Q4 2021 | Q3 2023 | 8 |
MOAT | VANECK ETF TRUST | 8 | 8 | 0.23% | 0.46% | 0.69% | Q4 2021 | Q3 2023 | 8 |
LBTYK | LIBERTY GLOBAL PLC | 8 | 8 | 0.22% | 0.46% | 0.92% | Q4 2021 | Q3 2023 | 8 |
XLY | SELECT SECTOR SPDR TR | 8 | 8 | 0.14% | 0.37% | 0.92% | Q4 2021 | Q3 2023 | 8 |
CABO | CABLE ONE INC | 8 | 8 | 0.20% | 0.36% | 0.71% | Q4 2021 | Q3 2023 | 8 |
XLK | SELECT SECTOR SPDR TR | 8 | 8 | 0.22% | 0.36% | 0.54% | Q4 2021 | Q3 2023 | 8 |
BAC | BK OF AMERICA CORP | 8 | 8 | 0.29% | 0.35% | 0.41% | Q4 2021 | Q3 2023 | 8 |
VPU | VANGUARD WORLD FDS | 8 | 8 | 0.19% | 0.34% | 0.55% | Q4 2021 | Q3 2023 | 8 |
OHI | OMEGA HEALTHCARE INVS INC | 8 | 8 | 0.10% | 0.34% | 0.44% | Q4 2021 | Q3 2023 | 8 |
MCD | MCDONALDS CORP | 8 | 8 | 0.18% | 0.32% | 0.45% | Q4 2021 | Q3 2023 | 8 |
ABT | ABBOTT LABS | 8 | 8 | 0.20% | 0.32% | 0.44% | Q4 2021 | Q3 2023 | 8 |
BRKA | BERKSHIRE HATHAWAY INC... | 8 | 8 | 0.19% | 0.30% | 0.40% | Q4 2021 | Q3 2023 | 8 |
VIG | VANGUARD SPECIALIZED F... | 8 | 8 | 0.19% | 0.27% | 0.37% | Q4 2021 | Q3 2023 | 8 |
INFL | LISTED FD TR | 8 | 8 | 0.16% | 0.27% | 0.56% | Q4 2021 | Q3 2023 | 8 |
PSX | PHILLIPS 66 | 8 | 8 | 0.12% | 0.26% | 0.44% | Q4 2021 | Q3 2023 | 8 |
L | LOEWS CORP | 8 | 8 | 0.12% | 0.26% | 0.49% | Q4 2021 | Q3 2023 | 8 |
RSG | REPUBLIC SVCS INC | 8 | 8 | 0.10% | 0.20% | 0.38% | Q4 2021 | Q3 2023 | 8 |
GRMN | GARMIN LTD | 8 | 8 | 0.13% | 0.20% | 0.27% | Q4 2021 | Q3 2023 | 8 |
DVN | DEVON ENERGY CORP NEW | 7 | 7 | 0.26% | 1.22% | 2.05% | Q1 2022 | Q3 2023 | 7 |
DIS | DISNEY WALT CO | 5 | 2 | 0.32% | 1.20% | 1.80% | Q4 2021 | Q3 2023 | 7 |
ORCL | ORACLE CORP | 5 | 2 | 0.29% | 1.18% | 1.67% | Q4 2021 | Q3 2023 | 7 |
QQQ | INVESCO QQQ TR | 6 | 1 | 0.12% | 1.13% | 2.05% | Q4 2021 | Q3 2023 | 7 |
GOOGL | ALPHABET INC | 5 | 2 | 0.26% | 1.11% | 1.81% | Q4 2021 | Q3 2023 | 7 |
ACN | ACCENTURE PLC IRELAND | 5 | 2 | 0.48% | 1.03% | 1.55% | Q4 2021 | Q3 2023 | 7 |
MMM | 3M CO | 6 | 1 | 0.52% | 0.86% | 1.16% | Q4 2021 | Q3 2023 | 7 |
NVO | NOVO-NORDISK A S | 5 | 2 | 0.20% | 0.84% | 1.18% | Q4 2021 | Q3 2023 | 7 |
MDT | MEDTRONIC PLC | 5 | 2 | 0.22% | 0.84% | 1.33% | Q4 2021 | Q3 2023 | 7 |
GD | GENERAL DYNAMICS CORP | 5 | 2 | 0.24% | 0.76% | 1.04% | Q4 2021 | Q3 2023 | 7 |
GSBD | GOLDMAN SACHS BDC INC | 6 | 1 | 0.36% | 0.74% | 1.07% | Q4 2021 | Q3 2023 | 7 |
V | VISA INC | 5 | 2 | 0.25% | 0.74% | 1.07% | Q4 2021 | Q3 2023 | 7 |
CHRW | C H ROBINSON WORLDWIDE... | 5 | 2 | 0.20% | 0.73% | 1.43% | Q4 2021 | Q3 2023 | 7 |
BP | BP PLC | 6 | 1 | 0.35% | 0.72% | 1.17% | Q4 2021 | Q3 2023 | 7 |
NKE | NIKE INC | 5 | 2 | 0.16% | 0.71% | 1.00% | Q4 2021 | Q3 2023 | 7 |
SBUX | STARBUCKS CORP | 5 | 2 | 0.16% | 0.65% | 0.83% | Q4 2021 | Q3 2023 | 7 |
VZ | VERIZON COMMUNICATIONS... | 6 | 1 | 0.29% | 0.55% | 1.00% | Q4 2021 | Q3 2023 | 7 |
GLW | CORNING INC | 6 | 1 | 0.41% | 0.53% | 0.71% | Q4 2021 | Q3 2023 | 7 |
WMT | WALMART INC | 5 | 2 | 0.28% | 0.51% | 0.65% | Q4 2021 | Q3 2023 | 7 |
LAZ | LAZARD LTD | 6 | 1 | 0.29% | 0.44% | 0.60% | Q4 2021 | Q3 2023 | 7 |
USMV | ISHARES TR | 6 | 1 | 0.14% | 0.29% | 0.47% | Q4 2021 | Q3 2023 | 7 |
PXD | PIONEER NAT RES CO | 6 | 1 | 0.17% | 0.27% | 0.43% | Q4 2021 | Q3 2023 | 7 |
PHO | INVESCO EXCHANGE TRADE... | 6 | 1 | 0.12% | 0.26% | 0.38% | Q4 2021 | Q3 2023 | 7 |
CDNS | CADENCE DESIGN SYSTEM INC | 7 | 7 | 0.14% | 0.24% | 0.36% | Q1 2022 | Q3 2023 | 7 |
SNY | SANOFI | 4 | 3 | 0.12% | 0.21% | 0.40% | Q4 2021 | Q3 2023 | 7 |
CMCSA | COMCAST CORP NEW | 4 | 3 | 0.18% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 7 |
KMI | KINDER MORGAN INC DEL | 6 | 1 | 0.11% | 0.17% | 0.26% | Q4 2021 | Q3 2023 | 7 |
VDC | VANGUARD WORLD FDS | 6 | 1 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 7 |
AGNC | AGNC INVT CORP | 6 | 1 | 0.06% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 7 |
HBI | HANESBRANDS INC | 7 | 7 | 0.04% | 0.11% | 0.23% | Q4 2021 | Q2 2023 | 7 |
RTX | RTX CORPORATION | 3 | 1 | 0.34% | 1.18% | 1.66% | Q4 2021 | Q3 2023 | 6 |
ADBE | ADOBE SYSTEMS INCORPOR... | 4 | 2 | 0.16% | 0.73% | 1.46% | Q1 2022 | Q3 2023 | 6 |
BIIB | BIOGEN INC | 2 | 2 | 0.39% | 0.55% | 0.70% | Q4 2021 | Q3 2023 | 6 |
IFF | INTERNATIONAL FLAVORS&... | 2 | 2 | 0.38% | 0.55% | 0.69% | Q4 2021 | Q3 2023 | 6 |
GUNR | FLEXSHARES TR | 5 | 1 | 0.14% | 0.54% | 0.77% | Q1 2022 | Q3 2023 | 6 |
PFE | PFIZER INC | 5 | 1 | 0.24% | 0.38% | 0.57% | Q4 2021 | Q2 2023 | 6 |
T | AT&T INC | 4 | 1 | 0.17% | 0.37% | 0.69% | Q4 2021 | Q3 2023 | 6 |
SCCO | SOUTHERN COPPER CORP | 6 | 6 | 0.20% | 0.33% | 0.55% | Q4 2021 | Q1 2023 | 6 |
GOOG | ALPHABET INC | 3 | 1 | 0.22% | 0.33% | 0.42% | Q4 2021 | Q3 2023 | 6 |
LMT | LOCKHEED MARTIN CORP | 3 | 1 | 0.20% | 0.32% | 0.59% | Q4 2021 | Q3 2023 | 6 |
BCE | BCE INC | 3 | 1 | 0.11% | 0.29% | 0.52% | Q4 2021 | Q3 2023 | 6 |
TMO | THERMO FISHER SCIENTIF... | 3 | 1 | 0.20% | 0.29% | 0.44% | Q4 2021 | Q3 2023 | 6 |
UNH | UNITEDHEALTH GROUP INC | 3 | 1 | 0.21% | 0.27% | 0.39% | Q4 2021 | Q3 2023 | 6 |
SO | SOUTHERN CO | 3 | 1 | 0.11% | 0.26% | 0.36% | Q4 2021 | Q3 2023 | 6 |
DHR | DANAHER CORPORATION | 3 | 1 | 0.20% | 0.25% | 0.32% | Q4 2021 | Q3 2023 | 6 |
SHY | ISHARES TR | 6 | 6 | 0.17% | 0.23% | 0.36% | Q2 2022 | Q3 2023 | 6 |
RIO | RIO TINTO PLC | 4 | 1 | 0.13% | 0.22% | 0.45% | Q4 2021 | Q3 2023 | 6 |
HON | HONEYWELL INTL INC | 3 | 1 | 0.16% | 0.21% | 0.33% | Q4 2021 | Q3 2023 | 6 |
BLK | BLACKROCK INC | 3 | 1 | 0.15% | 0.21% | 0.36% | Q4 2021 | Q3 2023 | 6 |
SPG | SIMON PPTY GROUP INC NEW | 3 | 1 | 0.09% | 0.20% | 0.37% | Q4 2021 | Q3 2023 | 6 |
IPG | INTERPUBLIC GROUP COS INC | 3 | 1 | 0.14% | 0.20% | 0.29% | Q4 2021 | Q3 2023 | 6 |
AGG | ISHARES TR | 6 | 6 | 0.13% | 0.17% | 0.21% | Q4 2021 | Q1 2023 | 6 |
KR | KROGER CO | 3 | 1 | 0.10% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 6 |
VGSH | VANGUARD SCOTTSDALE FDS | 2 | 1 | 0.11% | 1.02% | 2.06% | Q4 2021 | Q3 2023 | 5 |
JEPI | J P MORGAN EXCHANGE TR... | 5 | 5 | 0.29% | 0.54% | 0.66% | Q3 2022 | Q3 2023 | 5 |
XME | SPDR SER TR | 5 | 5 | 0.39% | 0.52% | 0.66% | Q1 2022 | Q1 2023 | 5 |
CTSH | COGNIZANT TECHNOLOGY S... | 2 | 1 | 0.33% | 0.50% | 0.69% | Q4 2021 | Q2 2023 | 5 |
VB | VANGUARD INDEX FDS | 4 | 1 | 0.26% | 0.35% | 0.39% | Q4 2021 | Q2 2023 | 5 |
AVGO | BROADCOM INC | 2 | 1 | 0.15% | 0.31% | 0.46% | Q4 2021 | Q3 2023 | 5 |
ALB | ALBEMARLE CORP | 5 | 5 | 0.23% | 0.30% | 0.38% | Q3 2022 | Q3 2023 | 5 |
WSO | WATSCO INC | 2 | 1 | 0.10% | 0.24% | 0.46% | Q4 2021 | Q3 2023 | 5 |
NVDA | NVIDIA CORPORATION | 3 | 2 | 0.15% | 0.23% | 0.45% | Q4 2021 | Q3 2023 | 5 |
LBRDK | LIBERTY BROADBAND CORP | 3 | 1 | 0.13% | 0.23% | 0.36% | Q4 2021 | Q3 2023 | 5 |
EMR | EMERSON ELEC CO | 3 | 1 | 0.13% | 0.20% | 0.32% | Q4 2021 | Q3 2023 | 5 |
URA | GLOBAL X FDS | 5 | 5 | 0.14% | 0.19% | 0.23% | Q1 2022 | Q1 2023 | 5 |
GOLD | BARRICK GOLD CORP | 5 | 5 | 0.08% | 0.19% | 0.32% | Q4 2021 | Q4 2022 | 5 |
ADM | ARCHER DANIELS MIDLAND CO | 5 | 5 | 0.15% | 0.19% | 0.28% | Q1 2022 | Q1 2023 | 5 |
ALG | ALAMO GROUP INC | 5 | 5 | 0.14% | 0.19% | 0.30% | Q1 2022 | Q1 2023 | 5 |
CTVA | CORTEVA INC | 5 | 5 | 0.15% | 0.18% | 0.24% | Q1 2022 | Q1 2023 | 5 |
FCX | FREEPORT-MCMORAN INC | 3 | 1 | 0.09% | 0.18% | 0.34% | Q4 2021 | Q2 2023 | 5 |
LNN | LINDSAY CORP | 5 | 5 | 0.16% | 0.18% | 0.23% | Q1 2022 | Q1 2023 | 5 |
VRTX | VERTEX PHARMACEUTICALS... | 5 | 5 | 0.12% | 0.17% | 0.22% | Q3 2022 | Q3 2023 | 5 |
FMC | FMC CORP | 5 | 5 | 0.14% | 0.17% | 0.25% | Q1 2022 | Q1 2023 | 5 |
ON | ON SEMICONDUCTOR CORP | 5 | 5 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q4 2022 | 5 |
BGS | B & G FOODS INC NEW | 5 | 5 | 0.06% | 0.13% | 0.18% | Q4 2021 | Q4 2022 | 5 |
OR | OSISKO GOLD ROYALTIES LTD | 5 | 5 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 5 |
HYT | BLACKROCK CORPOR HI YL... | 4 | 4 | 0.75% | 0.85% | 0.98% | Q4 2021 | Q3 2022 | 4 |
COWZ | PACER FDS TR | 4 | 4 | 0.23% | 0.37% | 0.56% | Q4 2022 | Q3 2023 | 4 |
VO | VANGUARD INDEX FDS | 4 | 4 | 0.29% | 0.36% | 0.40% | Q4 2021 | Q3 2022 | 4 |
AXS | AXIS CAP HLDGS LTD | 4 | 4 | 0.18% | 0.33% | 0.55% | Q4 2021 | Q3 2022 | 4 |
VUG | VANGUARD INDEX FDS | 4 | 4 | 0.25% | 0.29% | 0.32% | Q4 2021 | Q3 2022 | 4 |
IBM | INTERNATIONAL BUSINESS... | 3 | 1 | 0.15% | 0.26% | 0.39% | Q4 2021 | Q3 2023 | 4 |
AMAT | APPLIED MATLS INC | 2 | 1 | 0.14% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 4 |
ESGV | VANGUARD WORLD FD | 4 | 4 | 0.20% | 0.24% | 0.26% | Q4 2021 | Q3 2022 | 4 |
ETN | EATON CORP PLC | 2 | 1 | 0.16% | 0.23% | 0.39% | Q4 2021 | Q2 2023 | 4 |
LUMN | LUMEN TECHNOLOGIES INC | 4 | 4 | 0.11% | 0.21% | 0.30% | Q1 2022 | Q4 2022 | 4 |
D | DOMINION ENERGY INC | 3 | 1 | 0.12% | 0.21% | 0.25% | Q4 2021 | Q4 2022 | 4 |
DG | DOLLAR GEN CORP NEW | 3 | 1 | 0.12% | 0.20% | 0.30% | Q4 2021 | Q4 2022 | 4 |
DE | DEERE & CO | 3 | 1 | 0.15% | 0.20% | 0.31% | Q1 2022 | Q1 2023 | 4 |
PAYX | PAYCHEX INC | 2 | 1 | 0.11% | 0.20% | 0.38% | Q4 2021 | Q3 2023 | 4 |
BRKS | AZENTA INC | 3 | 1 | 0.12% | 0.18% | 0.21% | Q4 2021 | Q4 2022 | 4 |
GM | GENERAL MTRS CO | 3 | 1 | 0.11% | 0.17% | 0.27% | Q4 2021 | Q4 2022 | 4 |
FLOT | ISHARES TR | 4 | 4 | 0.11% | 0.14% | 0.17% | Q2 2022 | Q1 2023 | 4 |
NOK | NOKIA CORP | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
IEFA | ISHARES TR | 1 | 1 | 0.16% | 0.55% | 0.85% | Q2 2022 | Q2 2023 | 3 |
NLY | ANNALY CAPITAL MANAGEM... | 3 | 3 | 0.32% | 0.50% | 0.61% | Q4 2021 | Q2 2022 | 3 |
DMLP | DORCHESTER MINERALS LP | 3 | 3 | 0.36% | 0.44% | 0.52% | Q1 2023 | Q3 2023 | 3 |
JEF | JEFFERIES FINL GROUP INC | 3 | 3 | 0.21% | 0.32% | 0.50% | Q4 2021 | Q2 2022 | 3 |
INTC | INTEL CORP | 3 | 3 | 0.28% | 0.31% | 0.33% | Q4 2021 | Q2 2022 | 3 |
ANNALY CAPITAL MANAGEM... | 3 | 3 | 0.20% | 0.27% | 0.38% | Q3 2022 | Q1 2023 | 3 | |
SLB | SCHLUMBERGER LTD | 2 | 1 | 0.17% | 0.21% | 0.28% | Q4 2022 | Q3 2023 | 3 |
FITB | FIFTH THIRD BANCORP | 3 | 3 | 0.16% | 0.20% | 0.26% | Q2 2022 | Q4 2022 | 3 |
DOW | DOW INC | 2 | 1 | 0.14% | 0.19% | 0.27% | Q4 2022 | Q3 2023 | 3 |
BX | BLACKSTONE INC | 2 | 1 | 0.14% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 3 |
AGCO | AGCO CORP | 2 | 1 | 0.14% | 0.18% | 0.22% | Q1 2022 | Q1 2023 | 3 |
IGSB | ISHARES TR | 2 | 1 | 0.12% | 0.17% | 0.23% | Q4 2022 | Q3 2023 | 3 |
WM | WASTE MGMT INC DEL | 2 | 1 | 0.14% | 0.17% | 0.22% | Q4 2021 | Q4 2022 | 3 |
CME | CME GROUP INC | 2 | 1 | 0.15% | 0.16% | 0.17% | Q1 2022 | Q1 2023 | 3 |
GSK | GSK PLC | 3 | 3 | 0.09% | 0.16% | 0.24% | Q4 2021 | Q2 2022 | 3 |
XLF | SELECT SECTOR SPDR TR | 2 | 1 | 0.09% | 0.15% | 0.24% | Q4 2021 | Q1 2023 | 3 |
CMA | COMERICA INC | 3 | 3 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q2 2022 | 3 |
ZIM | ZIM INTEGRATED SHIPPIN... | 1 | 1 | 0.08% | 0.14% | 0.17% | Q2 2022 | Q3 2023 | 3 |
BMY | BRISTOL-MYERS SQUIBB CO | 3 | 3 | 0.10% | 0.14% | 0.19% | Q4 2021 | Q2 2022 | 3 |
KREF | KKR REAL ESTATE FIN TR... | 2 | 1 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 3 |
CIM | CHIMERA INVT CORP | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 3 |
ICL | ICL GROUP LTD | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 3 |
SOFI | SOFI TECHNOLOGIES INC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q1 2023 | 3 |
INFN | INFINERA CORP | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 3 |
WATT | ENERGOUS CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
PAWZ | PROSHARES TR | 2 | 2 | 0.31% | 0.37% | 0.42% | Q4 2021 | Q1 2022 | 2 |
SQM | SOCIEDAD QUIMICA Y MIN... | 2 | 2 | 0.29% | 0.35% | 0.42% | Q2 2023 | Q3 2023 | 2 |
SMCI | SUPER MICRO COMPUTER INC | 2 | 2 | 0.18% | 0.34% | 0.50% | Q2 2023 | Q3 2023 | 2 |
JCPB | J P MORGAN EXCHANGE TR... | 2 | 2 | 0.28% | 0.33% | 0.38% | Q2 2023 | Q3 2023 | 2 |
VOX | VANGUARD WORLD FDS | 2 | 2 | 0.31% | 0.32% | 0.34% | Q4 2021 | Q1 2022 | 2 |
XOUT | GRANITESHARES ETF TR | 2 | 2 | 0.28% | 0.31% | 0.35% | Q4 2021 | Q1 2022 | 2 |
NFLX | NETFLIX INC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q1 2023 | Q2 2023 | 2 |
IBDR | ISHARES TR | 2 | 2 | 0.26% | 0.29% | 0.31% | Q2 2023 | Q3 2023 | 2 |
IBDS | ISHARES TR | 2 | 2 | 0.26% | 0.28% | 0.31% | Q2 2023 | Q3 2023 | 2 |
IBDT | ISHARES TR | 2 | 2 | 0.26% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
CL | COLGATE PALMOLIVE CO | 2 | 2 | 0.22% | 0.26% | 0.29% | Q2 2023 | Q3 2023 | 2 |
DRQ | DRIL-QUIP INC | 1 | 1 | 0.23% | 0.25% | 0.26% | Q1 2022 | Q1 2023 | 2 |
WFC | WELLS FARGO CO NEW | 2 | 2 | 0.19% | 0.23% | 0.27% | Q4 2021 | Q1 2022 | 2 |
SEDG | SOLAREDGE TECHNOLOGIES... | 2 | 2 | 0.20% | 0.23% | 0.26% | Q1 2023 | Q2 2023 | 2 |
MS | MORGAN STANLEY | 1 | 1 | 0.20% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 2 |
JOUT | JOHNSON OUTDOORS INC | 1 | 1 | 0.16% | 0.21% | 0.27% | Q1 2023 | Q3 2023 | 2 |
TRIP | TRIPADVISOR INC | 1 | 1 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 2 |
CBSH | COMMERCE BANCSHARES INC | 2 | 2 | 0.17% | 0.21% | 0.24% | Q1 2023 | Q2 2023 | 2 |
IBDU | ISHARES TR | 2 | 2 | 0.19% | 0.20% | 0.22% | Q2 2023 | Q3 2023 | 2 |
BSM | BLACK STONE MINERALS L P | 1 | 1 | 0.15% | 0.20% | 0.26% | Q1 2023 | Q3 2023 | 2 |
CWB | SPDR SER TR | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q1 2022 | 2 |
MCY | MERCURY GENL CORP NEW | 2 | 2 | 0.10% | 0.18% | 0.28% | Q4 2021 | Q1 2022 | 2 |
TSCO | TRACTOR SUPPLY CO | 2 | 2 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q2 2023 | 2 |
AMG | AFFILIATED MANAGERS GR... | 1 | 1 | 0.13% | 0.18% | 0.22% | Q4 2021 | Q1 2023 | 2 |
ICE | INTERCONTINENTAL EXCHA... | 1 | 1 | 0.15% | 0.16% | 0.17% | Q1 2022 | Q1 2023 | 2 |
NXPI | NXP SEMICONDUCTORS N V | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
XLV | SELECT SECTOR SPDR TR | 1 | 1 | 0.13% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 2 |
BAM | BROOKFIELD ASSET MGMT INC | 1 | 1 | 0.14% | 0.15% | 0.15% | Q4 2021 | Q2 2022 | 2 |
AMGN | AMGEN INC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 2 |
SYK | STRYKER CORPORATION | 1 | 1 | 0.09% | 0.12% | 0.16% | Q4 2021 | Q2 2023 | 2 |
MRVL | MARVELL TECHNOLOGY INC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
BPMP | BP MIDSTREAM PARTNERS LP | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q1 2022 | 2 |
RAYTHEON TECHNOLOGIES ... | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2022 | Q3 2022 | 1 | |
IWS | ISHARES TR | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2021 | Q4 2021 | 1 |
BLACKROCK ESG CAP ALLC TR | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2021 | Q4 2021 | 1 | |
IEMG | ISHARES INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
ETRN | EQUITRANS MIDSTREAM CORP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
EPD | ENTERPRISE PRODS PARTN... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
MPLX | MPLX LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
TSM | TAIWAN SEMICONDUCTOR M... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
BEN | FRANKLIN RESOURCES INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
POST | POST HLDGS INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
EQC | EQUITY COMWLTH | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
FVD | FIRST TR VALUE LINE DI... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
HAL | HALLIBURTON CO | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
FL | FOOT LOCKER INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
FTCS | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
GSK PLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 | |
BMEZ | BLACKROCK HEALTH SCIEN... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
RMD | RESMED INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
CP | CANADIAN PAC RY LTD | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
LOW | LOWES COS INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
ICLR | ICON PLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
MMP | MAGELLAN MIDSTREAM PRT... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
IYM | ISHARES TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
RACE | FERRARI N V | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
MTD | METTLER TOLEDO INTERNA... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
ALC | ALCON AG | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
SHOP | SHOPIFY INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
EPAM | EPAM SYS INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
LULU | LULULEMON ATHLETICA INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
NEM | NEWMONT CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
FB | META PLATFORMS INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
TRGP | TARGA RES CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
ARLP | ALLIANCE RESOURCE PART... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
CNX | CNX RES CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
STE | STERIS PLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
IBTG | ISHARES TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
PGX | INVESCO EXCH TRADED FD... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
IBTH | ISHARES TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
IBTI | ISHARES TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
ANET | ARISTA NETWORKS INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
KEYS | KEYSIGHT TECHNOLOGIES INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
ISRG | INTUITIVE SURGICAL INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
FRC | FIRST REP BK SAN FRANC... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
NEE | NEXTERA ENERGY INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
UNP | UNION PAC CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
AON | AON PLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
LNG | CHENIERE ENERGY INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
MU | MICRON TECHNOLOGY INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
NDAQ | NASDAQ INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
CONSTELLATION ENERGY CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 | |
CCI | CROWN CASTLE INTL CORP... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
LBTYA | LIBERTY GLOBAL PLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
SYLD | CAMBRIA ETF TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
TRP | TC ENERGY CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
KLIC | KULICKE & SOFFA INDS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
WY | WEYERHAEUSER CO MTN BE | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
JPS | NUVEEN PFD & INCM SECU... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
TEAM | ATLASSIAN CORP PLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
MDLZ | MONDELEZ INTL INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
XYL | XYLEM INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
ANTM | ANTHEM INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
C | CITIGROUP INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
FIS | FIDELITY NATL INFORMAT... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
MSI | MOTOROLA SOLUTIONS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
PAA | PLAINS ALL AMERN PIPEL... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
PPG | PPG INDS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
QCOM | QUALCOMM INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
RWR | SPDR SER TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
BR | BROADRIDGE FINL SOLUTI... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
AMT | AMERICAN TOWER CORP NEW | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
PLD | PROLOGIS INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
VCR | VANGUARD WORLD FDS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
RBC | REGAL REXNORD CORPORATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
TFC | TRUIST FINL CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
APD | AIR PRODS & CHEMS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
ZTS | ZOETIS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
WU | WESTERN UN CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
JPC | NUVEEN PFD & INCOME OP... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
NAD | NUVEEN QUALITY MUNCP I... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
NEA | NUVEEN AMT FREE QLTY M... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
VVR | INVESCO SR INCOME TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
QRTEA | QURATE RETAIL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
JQC | NUVEEN CR STRATEGIES I... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
HIO | WESTERN ASSET HIGH INC... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
BLACKROCK CORPOR HI YL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 | |
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The securities at the top of the list , including ISHARES TR, VANGUARD INDEX FDS, and ONEOK INC NEW, are the highest-conviction holdings of Autumn Glory Partners, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Autumn Glory Partners, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Autumn Glory Partners, LLC owns currently or has owned in the past.